Bright Lake Wealth Management

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Bright Lake Wealth Management
Money and Financial Services

Bright Lake Wealth Management

★★★★★ 5.0 / 5 · 13 reviews · ✔ Verified Business

📍 1445 Victor Ave, Suite D, Redding, California, 96003, United States

About Bright Lake Wealth Management

Bright Lake Wealth offers personalized financial planning and investment strategies designed to help individuals and businesses achieve their financial goals. With a focus on comprehensive wealth management, our expert team provides tailored solutions, investment guidance, and retirement planning to build and preserve wealth

Our Services

Service

Annuities Investments

Professional annuities investments provided with care and high quality standards.

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Asset Protection Strategies

Professional asset protection strategies provided with care and high quality standards.

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Investment Strategy

Professional investment strategy provided with care and high quality standards.

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Ira Legacy Planning

Professional ira legacy planning provided with care and high quality standards.

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Life Insurance

Professional life insurance provided with care and high quality standards.

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Long-Term Care Strategies

Professional long-term care strategies provided with care and high quality standards.

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Retirement Income Strategies

Professional retirement income strategies provided with care and high quality standards.

Customer Reviews

5.0 ★★★★★ Based on 13 reviews
M
Mary Bryant ★★★★★

Yes love it all

J
Jeanette Holcomb ★★★★★

Jake was so helpful and informative. Accomplished in communication and understanding my questions. We were able to complete the process quickly and efficiently. Thank you

S
SANDY MCKENNA ★★★★★

Both Ted and James Thatcher genuinely care. They are both very professional, respectful, listen and most importantly are manage funds exceptionally well for both my husband and I. I highly recommend Bright Lake again and again

L
Linda Willis ★★★★★

Ted and his team always provide exceptional service. Staff is friendly and professional and you even get warm cookies! The fee concerned me at first, but Ted made much more for us than we would have on our own, more than making up for any commission. He also acted quickly to protect our assets when the stock market became volatile. Would highly recommend.

D
Dana Crouse ★★★★★

The Team at Bright Lake inspire confidence in their investors ! The customer service is top notch! The team at Bright Lake have done very well for me for the last two years. Their investment strategies have performed above market trends. I have been extremely satisfied with the one-on-one attention. They make me feel important and that they genuinely care about their clients! I absolutely would recommend Bright Lake to handle investments and retirement services for any of my friends and family! DC

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